661 Results for

Client Service Associate Jobs in Round Rock, TX

Jobs

Austin, TX

$115,000–$140,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. This is an exciting opportunity for a seasoned attorney to join a dynamic and supportive team, where you will have the opportunity to utilize your skills and experience to make a significant impact on our firm and our clients.

4 days ago

Austin, TX

$170,000–$210,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. As part of our dynamic team, you will be at the forefront of high-stakes commercial litigation cases, working directly with clients to resolve complex disputes.

3 days ago

Austin, TX

$200,000–$240,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate is a motivated self-starter who thrives in a collaborative environment, demonstrates sound legal judgment, and is ready to take on meaningful responsibility in complex commercial matters.

4 days ago

Austin, TX

$180,000–$265,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Our attorneys work closely with clients on complex transactions, providing practical, business-minded counsel in a collaborative and collegial environment.

4 days ago

Austin, TX

$55,000–$65,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Here are some of the experience we are looking for: putting together full sets of CDs, permitting, RFIs, and site visits for upfront verification, during construction, punch-lists, and meeting with the city for permit related requirements.

4 days ago

Austin, TX

$110,000–$160,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. It offers a broad range of legal services, including civil litigation, business transactions, and professional counsel, and is recognized as one of the premier firms in Texas.

4 days ago

Austin, TX

$140,000–$200,000 / year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proven experience in handling high net worth divorces, annulments, child custody/support, prenuptial agreements, and adoption.

4 days ago

Pflugerville, Texas

Full time

p>Pay Transparency: .

Preferred Qualifications: .

14 days ago

Austin, TX

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A global team of curious lifelong learners guided by our company values .

An inclusive culture and community minded organization where giving back is encouraged .

4 days ago

Austin, TX

$19.50–$19.50 / hour

More details about benefits can be found at https://flimp.live/trueblueassociates#home.

SMX, With Staff Management | SMX, you'll get a weekly paycheck, learn new skills, meet new people, and work with a great management team in a clean and safe environment.

2 days ago

Austin, Texas

Full time

BMW of South Austin

Location: 5501 S. IH 35 Frontage Rd, Austin, Texas 78744. Work includes frequent movement around the company facilities and the outdoor car lot to interact with customers and other departments.

30+ days ago

Georgetown, Texas

p>The Registered Client Service associate utilizes the client relationship model and turnkey tools to assist advisors in servicing clients by gathering and analyzing client data, helping to prepare financial plans, working with clients, and processing transactions, trades for clients, and other practice management tasks, as needed.

Business Support & Operations

Line of Business.

11 days ago

Austin, Texas

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.

Answering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances (e.g., funds due and margin debit).

21 days ago

Austin, TX

p>The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

9 days ago

Austin, Texas

What You'll Be Doing: The Client Services Associate assists one or more Financial Advisor(s) FA(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

10 days ago

Taylor, TX

$66,000–$91,000 / year

The System Operator Development Program (ODP) is intended to combine real-time daily operations in an exciting work setting to prepare participants with the vital skills necessary to be successful in such a critical position — providing 24x7x365 on-demand support to manage the flow of electric power to more than 26 million Texas customers. Associates will rotate through Market Training, Market Support Services, and Client Services Account Management — gaining hands-on exposure to the systems, data flows, protocols, and operational processes that support the ERCOT wholesale market and grid operations.

3 days ago

$120,000–$198,000 / year

For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company's sole discretion. StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to conduct all the trade movement and any/all related tasks.

30 days ago

Austin, Texas

Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile.

30+ days ago

Austin, Texas

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Process certificates of insurance and ensure all client and policy data is up-to-date in Gallagher’s systems. .

Contribute to the renewal process by delivering timely and high-quality solutions to clients. .

9 days ago

Austin, TX

2+ year of customer service experience, preferably in financial services; 1+ years of experience working with clients through phone/chats/emails. As an Associate, Bilingual Client Services Representative, you will service international (non-US residents) and domestic clients with all a full range of service and trading needs.

15 days ago

Austin, TX

$60,000–$81,320 / year

p>What you will do:

Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:
Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

16 days ago

Austin, TX

p>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

What you will do:

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to:
Maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers.

30+ days ago

$81,500–$103,500 / year

Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), Public Company Accounting Oversite Board (PCAOB), the California Society of CPAs and the California Association of Nonprofits (CAN). By living these values, we are able to meet our strategic objectives of Remaining Fiercely Independent (financial success), Meeting client demands/needs (client success), Reinforcing and expanding cultural distinction (people success).

30+ days ago

Austin, TX

The Client Services Team is responsible for strategically supporting GCG's sales efforts and our clients in several areas, including virtual communications, conferences, client events, industry events, Practice Management, and Dimensional Way of Selling. Contribute to sales training from start to finish, including analyzing attendee demographics, identifying key topics covered by a cohort, assisting facilitation of cohort, fostering productive onsite experience.

21 days ago

Austin, TX

$100,000–$187,000 / year

148671BRTexasUSAInfosys Public Services, Inc Associate Engagement ManagerIPS USA Austin, TX, Richardson, TXCommunications, Hi -Tech, Sales & Fulfillment ( Order Management)Domain|Sales|After Sales & Service, Domain|Sales|Sales Planning, Process|Project Management|Request For Proposal (RFP)State of Texas Public Sector Sales Leader. The ideal candidate brings executive presence, strong relationships, disciplined pipeline leadership, and a track record of closing complex consulting, systems integration, and managed services opportunities.

29 days ago

Austin, TX

Dimensional offers a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth. Fulfill all collateral requests via Mimeo, in house binding, or warehouse orders for presentation decks or Dimensional marketing materials.

21 days ago

Austin, Texas

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

30+ days ago

Austin, Texas

Work closely with multiple clients with a variety of accounting and administrative services, including but not limited to:Assisting team members with the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

17 days ago

Austin, TX

p>• Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquiries • Support business unit operational procedures and compliance requirements (e.g.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Austin, Texas

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In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Accuracy and Attention to Detail, Banking Products, Digital Awareness, Effective Communications, Fraud Detection and Prevention, Managing Multiple Priorities, Matrix Management, Problem Solving, Understanding Customer Needs

Work Experience.

11 days ago

Austin, TX

Full time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

30+ days ago

Austin, TX

Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.

30+ days ago

Austin, TX

This Senior Associate role will support Regional Directors in business development and client services activities for our financial advisor clients across the east coast. By putting the client first, we strive to transform the way the world invests, and our solutions are a testament to the value provided to our clients.

9 days ago

Austin, TX

Qualifications: 5+ years of experience in the Financial Services/Investment industry Graduate degree (MBA), CFA or CFP certifications preferred Proactive desire to learn Strong desire to engage clients across multiple mediums Solid problem-solving skills Excellent verbal and written communication and interpersonal skills Detail-oriented Able to work equally well in a team environment and independently Self-starter who is capable of managing multiple projects and meeting deadlines Strong computer skills (Excel and Access) with the ability to learn programs as needed SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses are required and must be obtained within the first 12 weeks of hire as a condition of employment. Responsibilities: • Articulating complex investment principles and capital market research to financial advisors • Educating financial advisors on why and how our portfolio solutions are constructed and work the way they do • Interacting with advisors on practice management related issues • Uncovering both opportunities and vulnerabilities with current clients through outbound phone calls • Executing on regional roadshows that bring Dimensional resources out into the field • Responding to or delegating inbound client requests and ensuring timely deliverables • Delivering live and recorded studio webinars on various topics • Developing a robust understanding of the advisor industry and related business practices.

30+ days ago

$105,375–$215,375 / year

p>At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international clients in managing employer and individual income tax obligations for their mobile employees working abroad and inbound which includes but not limited to reviewing and signing income tax returns and reviewing cost projections. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

15 days ago

Austin, TX

p>Develop and fine-tune systems and processes to streamline our work and make it better Manage the Communities inbox, promptly fielding questions, queries, and ad-hoc requests Enter CRM data, maintain CRM database, and ensure data integrity across all communities Assemble regular reporting and insights in preparation for meetings, events, or in response to inquiries: portfolio and investment data, analytical and qualitative intel Research, qualify, and assemble marketing lists for webcasts, events, etc. and manage RSVPs Manage Communities waitlists and new group interest, providing regular status reports Drive and execute annual client survey across Dimensional Communities.

Develop a deep understanding of capital market research and application to portfolio management; as well as the industry and related business practices Serve on a regular rotation with peers across GCG business channels to answer the Financial Advisor client service line, providing answers and solutions to ad hoc investment questions and related client service Advance towards presenting Dimensional Updates to communities, communicating complex investment principles, research, and product developments Advance towards presenting Communities and business insights to clients and other audiences Advance towards co-hosting live and recorded studio webinars on various topics.

30+ days ago

Georgetown, TX

Perform general administrative and operational duties such as answering phones, preparing client correspondence, processing expenses, maintaining client files, and supporting account setup and alerts. Key Responsibilities: Assist financial advisor(s) in servicing clients, including preparing financial plans, conducting investment research, and processing trades and transactions.

14 days ago

Austin, Texas

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For this position, which is subject to credentials, industry experience, education, training/certifications, and/or geographic differentials, Dimensional reasonably expects to pay a salary range of: $81,000 - $140,000

This role may also be eligible to receive a discretionary bonus.

30+ days ago

Austin, TX

Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

30+ days ago

Remote

Required competencies: •Basic Microsoft Office skills to include Outlook, Word and Excel for creating and using spreadsheets •Basic understanding of the anatomy of a desktop/laptop with ability to understand customer needs •Ability to complete on the job training in client operations and insides sales support within the first two months of hire •Articulate with ability to express oneself clearly and professionally in written and oral communication •Good listening skills with ability to receive information completely and understand what is being said •Quick study with ability to master a situation or learn new things with minimum direction or training •Organized state of mind with ability to respond timely to requests and track orders. Working under direct supervision of the Client Experience Manager, selecting from a variety of established procedures to accomplish assigned duties and responsibilities, the Client Experience Associate handles basic, entry level administrative tasks associated with simple product client orders and client quotes.

28 days ago

Austin, TX

p>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

28 days ago

AUSTIN, TX

This role supports client service, booking operations, CRM governance, client lifecycle management, Money-In-Flight tracking, referral and seminar support, and advisor preparation workflows. The successful candidate will help institutionalize Skyline’s BKS function, strengthen the client experience platform, and support the firm’s next phase of advisor capacity and growth.

23 days ago

Austin, Texas

Inspired by the sun, surf, and sand of Southern California, we became a leading innovator in lifestyle performance apparel by making clothes for real life—plus working with premium wholesalers, building a leading e-commerce business, and opening retail stores around the world.

The Client Associate is responsible for maintaining the in-store sales and service experience and promoting sales culture within the retail store to achieve or exceed sales, KPIs and profitability goals.

30+ days ago

Austin, TX

Ability to identify client issues that pose a risk to the firm, handle them appropriately and recommend solutions to address future issues effectively ensures your growth as a Client Service Manager. This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support.

30+ days ago

Austin, TX

This role includes daily oversight of all aspects of qualified and non-qualified retirement plan recordkeeping and administration that may include resolution of client issues, coordination of internal groups for issue resolution, client presentations and sales support. As the lead interface between plan sponsor and Schwab, the Senior Client Service Manager, Relationship Management, will be accountable for client satisfaction, delivering support to clients by broadening Schwab''s relationships with plan sponsors and plan participants.

30 days ago

Austin, TX

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).

Provide excellent customer service by warmly greeting clients and patients, answering phones, and escorting clients to exam rooms.

17 days ago

Texas, TX

li>Client services responsibilities for a dedicated group of clients to include key accounts, including: scheduling audits, optimizing clients' and auditors' audit schedules, maximizing audit days for a given level of customer demand, answering clients' questions about the certification process, understanding clients' certification needs, identify and offer the best type of service to meet clients' needs and accreditation requirements, update the scope of work as necessary and send to customer as a proposal. These benefits include, but are not limited to, medical insurance (PPO and HD), dental and vision insurance, Health Savings account (HSA), Flexible Savings Account (FSA), life insurance, accidental death and dismemberment insurance, disability leave programs, parental leave program, paid holidays, and paid vacation time.

30+ days ago

Lakeway, Texas

The CSR plays a vital role in the daily operations of the hospital and is responsible for:

Delivering exceptional customer service, including greeting clients, answering phones, and escorting clients and pets to exam rooms.
If you are a current associate, you need to apply through our internal career site.

2 days ago

New
TX
$15–$19 / hour
The CSR plays a vital role in the daily operations of the hospital and is responsible for:
Delivering exceptional customer service, including greeting clients, answering phones, and escorting clients and pets to exam rooms. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).
1 day ago

Austin, TX
We are regarded as a highly innovative, challenger brand in the research technology space, disrupting what was traditionally thought possible with B2B market research, which has historically been very manual and human-driven. As the first point of contact for both our clients and research participants, you will work alongside our product and engineering team to translate insights into product improvements.
30+ days ago

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Client Service Associate Jobs in Round Rock, TX

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Sales Client Advisor - BMW of South Austin Hendrick Automotive Group Corporate

Registered Client Service Associate Ameriprise

Registered Client Service Associate Morgan Stanley

Client Service Associate Stifel Financial Corp

Client Service Associate Stifel

Associate Client Services Account Manager - Client Services Development Program Electric Reliability Council of Texas

Client Service Associate Fiserv Inc

Client Service Associate Morgan Stanley

Commercial Lines Client Service Associate (Small Business) Gallagher

Associate, Core Service International Client Services (Mandarin/Cantonese/Spanish) The Charles Schwab Corp

Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLP

Senior Associate, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLP

Client Accounting and Advisory Services (CAAS) Senior Associate Green Hasson & Janks LLP

Associate, Client Services Dimensional Fund Advisors

Associate Manager - Client Services Infosys Ltd

Associate, Administrative Services (Global Client Group) Dimensional Fund Advisors

Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase & Co

Client Experience Associate PNC Bank

Work Experience.

J.P. Morgan Wealth Management - Private Client Investment Associate - Austin, TX JPMorgan Chase Bank, N.A.

Registered Wealth Management Client Associate Bank of America Corp

Senior Associate, Global Client Group (Independent Advisor Group) Dimensional Fund Advisors

Senior Associate, Global Client Group (National Relationship Group) Dimensional Fund Advisors

Tax Delivery Manager, Global Employer Services - Individual Client Services Deloitte Touche Tohmatsu Ltd

Associate, Client Communities Dimensional Fund Advisors

Client Service Assoc-Mgd Prgm Ameriprise Financial Inc

Associate / Senior Associate, Global Client Group Dimensional

Private Client Relationship Associate Brown Advisory Inc

Client Experience Associate Ent PC Connection Inc

Client Experience Associate The PNC Financial Services Group Inc

Client Service Advisor — Advisor Development Track SKYLINE WEALTH STRATEGIES, LLC

Part Time Seasonal Client Associate - Domain TX TravisMathew

Client Service Manager, Relationship Management, Retirement Plan Services The Charles Schwab Corp

Senior Client Service Manager, Relationship Management Retirement Plan Services The Charles Schwab Corp

Client Service Representative VCA Inc

Specialist, Client Services ABS Group of Companies Inc

Veterinary Client Service Representative VCA Animal Hospitals

Veterinary Client Service Representative VCA Inc

Client Solutions Associate Emporia Learning Inc

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